Section
Economy
4451 posts
Macro Market Musings for May: The Case for TIPs
by Erik Swarts, Market Anthropology The U.S. dollar index pulled back sharply last month from the relative performance…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Where to Now for the US Recovery - Can Indebtedness and Interest Rates Both Increase?
For the first time since the early 1980s, the US economic outlook may face simultaneous increases in debt…
It’s Better to be Partly Right than Mostly Wrong
by Cullen Roche, Pragmatic Capitalism I’ve always adhered to the perspective that it’s better to be partly right than…
Anthony Valeri: Cross Currents
KEY TAKEAWAYS Intermediate to long-term Treasury yields increased by 0.01% to 0.11% for the week ending April 24,…
Risk Marches On
Risk Marches On by Burt White, Chief Investment Officer, LPL Financial The latest data releases pointing to…
A Weak Week?
A Weak Week? by John Canally, Chief Economist, LPL Financial Eight times per year, the outcome of the…
Let The Economists Obsess Over Rising Rates
by Michael Batnick, The Irrelevant Investor At this point you’re probably tired of all the speculation about whether…
Afraid of Rising Rates? Don’t Be.
by Ashish Shah and Ivan Rudolph-Shabinsky, AllianceBernstein Sometime this year, the Federal Reserve will probably raise interest rates…
One Silver Lining of Slower Global Growth
One Silver Lining of Slower Global Growth Russ explains why today’s economic environment, characterized by monetary stimulus meant…
Economic Surprise Indices: Bad News Might Actually Be Good News
by David Templeton, Horan Capital Advisors One criteria investors and strategists evaluate on a regular basis is whether…
Canadian Economy – Down But Not Out
by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James • This week the Bank of Canada (BoC)…
A Few Notes on Irrational Exuberance
by Steve Lecompte, CXO Advisory Group In the preface to the 2015 Third Edition of Irrational Exuberance, author Robert Shiller states: “…evidence…
9 Lessons From The Great Depression
by Ben Carlson, A Wealth of Common Sense Dean Mathey was a successful investor who served as chairman…
Guy Haselmann: Massaging for a June Hike
Massaging for a June Hike by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · A key factor…
Unlocking India’s Potential
Unlocking India’s Potential by Jim Hall, CIO, Mawer Investment Management Blog (The Art of Boring) I stepped out…
